BioShares

100% pure biotech ETFs, separated into clinical trials stage companies (Nasdaq: BBC) and products stage companies (Nasdaq: BBP)

[Rod Wong, MD @docrodwong]

and i know people are losing their minds on this whole US vs China thing. and yes u can always improve or refine how u compete (i have plenty of ideas on how u can do this that actually achieves the goal of strengthening the US's competitive position). but let's not lose sight of something. the battle is against disease and i've been doing this for two dozen years and we've never had anywhere near enough scientists in the US solving problems, now europe is going the wrong way and it is great we have scientists from china helping to solve problems too. i'm not aware of any chinese copycats that have stolen some US innovators mkt position (i'd love to hear of one), and conversely if something like pd1-vegf pans out and raises standard of care in lung cancer i think americans will want that china discovered molecule, and it'll be good to come via an american company, and btw it catalyzed a number of american followers trying to do better. just a year ago people were worried there would be no gene therapy/editing companies left bc our fda was too tough and now we're worried about too many? it's the golden age of medicine folks, we need more hands on deck, and thats how we can finally beat disease and maybe someday get to talk just about longevity.

[M&A Hunter @TheBioMAHunter]

The M&A Hunter & https://t.co/E6FtbofXsg

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We just closed our 15th deal, and deal #16 is expected to be announced this Monday.

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Looking forward to seeing you inside.

[Rod Wong, MD @docrodwong]

here is link to release announcing new follow-up letter from rare disease coalition focused on restoring regulatory flexibility for rare disease under CBER. note letter and survey is from a coalition of over 140 rare disease leaders, not just rtw.

https://t.co/gIfCiImfZc

[BioShares @bioshares]

As of 12:47PM today, big disparity in intra-day % change of Clinical Stage stocks in $BBC and the Product/Commercial stocks in $BBP, with the latter down -(0.44%) and the former up +4.07% (The $XBI is up +0.80%). Largest movers in $BBC: $WVE $GPCR $KYMR $NRIX $CGEM $ARWR $DYN

[Adam Feuerstein ✡️ @adamfeuerstein]

BREAKING: Top drug regulator Richard Pazdur set to leave FDA https://t.co/LnnJekUszK via @LizzyLaw_

[BioShares @bioshares]

Wow - $BBC up 161% since April 8 low. ($XBI no slouch, up 74%). Are we overheated or are we going higher?

$ARWR $REPL $QURE $VRDN $TERN $CELC $CGEM $CGON $DCTH $VERA $ELVN $IMNM $RAPP $PCVX $RVMD

[BioShares @bioshares]

Stifel has published this slide noting $1.2TN of M&A ammo. Compare to $266BN combined mkt cap of $BBC companies. After $MRUS $RNA $MTSR $AKRO, Who's next? $ARVN $CELC $CNTA $COGT $GLUE $IRON $JANX $KYMR $MBX $NUVL $TERN. Who did we miss?

[Rod Wong, MD @docrodwong]

lawsuit against tidmarsh here

[BioShares @bioshares]

@jfais20 He's the shohei ohtani of biotech

[BioShares @bioshares]

@drrichjlaw 🤣

[BioShares @bioshares]

Jefferies put together this amazing chart that really shows how the recent jump in big pharma / biotech m&a activity should continue to reinject capital into the ecosystem. Also props to RTW and Avoro with >$1BN of gains, larger than several multi trillion dollar asset managers.

[BioShares @bioshares]

@financebully true but with $BBC up 127% since the april bottom, their losses probably pale in comparison to the 5x and 10x gainers in their portfolios. rising markets cure all.

[BioShares @bioshares]

@CloisterRes 😂 I thought I was color challenged

[BioShares @bioshares]

@docrodwong where can i send my resume?

[BioShares @bioshares]

@daphnezohar you officially nailed the bottom. $BBC is up 127% since your tweet.

[BioShares @bioshares]

@adamfeuerstein Look at the move since April 8th ...

Is there more to go?

[Professor Oak @Prof_Oak_]

TD Cowen's top Q4 binaries with expected stock moves

Happy hunting $XBI $BBC

[BioShares @bioshares]

@jfais20 Revisiting this post. $BBC now up +127% from April 8th lows around when you posted this. 🔥🔥

[BioShares @bioshares]

Remarkably, since the April 8, 2025 low in biotech, $BBC is up a whopping 127% (!!!). $XBI is no slouch, +60%. And lower risk $BBP +46%. Notably, the recent biotech M&A binge has been focused on clinical stage companies (those in $BBC), versus being more heavily weighted to $BBP

[BioShares @bioshares]

also notable is how the advisory banking fees were spread around, which is great for the ecosystem. need to check: Metsera was baml, merus jefferies, akero ms, avadel jpm, avidity gs

[BioShares @bioshares]

@WexCapital @docrodwong Avoro and RTW with similar returns to five multi-trillion $ asset managers ...